Bonds

Bonds

  • Bonds

    Bond Market Summary

    October 05, 1993 BY Jim Floyd and Steve Leuthold

    Almost all bond sectors were unchanged or up very slightly in September. The month started out strongly following weak economic news and a declining PPI. However, a higher than expected CPI, turmoil in Mother Russia, a “pop” in oil prices and even some positive economic reports pushed most bond prices lower as the month progressed.

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  • Bonds

    Bond Market Summary

    September 05, 1993 BY Andrew Engel and Jim Floyd and Steve Leuthold

    The bond market's wish list was fulfilled in August. Inflation readings came in below expectations, economic signals continued to point towards sluggish growth and signs of deficit reduction progress surfaced once again.

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  • Bonds

    Bond Market Summary

    August 05, 1993 BY Steve Leuthold

    Long treasuries moved higher during the first half of July buoyed by favorable June inflation numbers and generally weak economic signals. However, most bond prices did an about face in the middle of the month.

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  • Bonds

    Bond Market Summary

    July 05, 1993 BY Jim Floyd and Steve Leuthold

    Yields remained in a narrow trading band in early June, as investors braced themselves for another volley of ominous PPI and CPI announcements. But, upon release of May's surprisingly good inflation numbers, the bond market began a steady march upward for most of the remainder of the month.

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  • Bonds

    Bond Market Summary

    June 05, 1993 BY Jim Floyd and Steve Leuthold

    Shorter-term treasuries finished May on a weak note, reflecting concerns over possible tightening by the Fed. Long treasuries were nearly unchanged for the month, realizing a slight gain, as the President's deficit reduction plan cleared its first hurdle.

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  • Bonds

    “Real” Rates of Interest: It Ain’t Necessarily So

    June 05, 1993 BY Andrew Engel and Steve Leuthold

    With today's interest rates at the lowest levels in more than two decades, the “Real” Interest Rate Theory is being used as a bullish argument asserting rates may move lower. Although this may be the case, we feel it timely to print Steve's outline highlighting the problems associated with this concept.

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  • Bonds

    Bond Market Summary

    May 05, 1993 BY Jim Floyd and Steve Leuthold

    The early April surge in the bond market stalled out at the late February highs, beating a hasty retreat in the last week of the month.

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  • Bonds

    Debt Monetization: Is The Printing Press Working Overtime?

    May 05, 1993 BY Andrew Engel

    Debt monetization evaluated by three separate measures. All three measures suggest monetization is increasing, however the severity of this trend is debatable. Judge for yourself.

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  • Bonds

    Bond Market Summary

    April 05, 1993 BY Jim Floyd and Steve Leuthold

    Corporates managed a gain in March but Treasuries were weak near month end. Developing an “unbiased” Bond Market Trend Index based on a list of factors that we feel are important in determining the overall health of the long U.S. bond market.

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  • Bonds

    Bonds Through The Roof

    March 07, 1993 BY The Leuthold Research Team

    There were two mighty explosions in lower Manhattan in February. One was horrible and the other wonderful, at least for the banks and brokers who had loaded up on bonds and notes. However, from this publication's standpoint, both explosions were pretty much viewed as horrible. (See comments later in this section.)

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